Anic Equity¶
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Total return since start: 0.609 %¶
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Equity now: -----------------------------> 49136.9 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45075.36 Kr¶
PnL: ---------------------------------------> 19.36 Kr¶
DD now: ---------------------------------> -7.499 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 15:58:56.922904'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.330000 | 1662.120000 | 193.120000 | 13.150000 | 1468.999998 |
| Orrön Energy | 180 | -1.960000 | 2159.100000 | 116.100000 | 5.680000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.100000 | 994.000000 | 59.000000 | 6.310000 | 935.000000 |
| Sagax B | 4 | 0.400000 | 900.800000 | 46.800000 | 5.480000 | 854.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Catena | 2 | -1.190000 | 828.800000 | 36.800000 | 4.650000 | 792.000000 |
| Hoist Finance | 35 | 0.000000 | 1016.750000 | 36.750000 | 3.750000 | 980.000000 |
| Hexatronic Group | 12 | -0.410000 | 997.680000 | 30.680000 | 3.170000 | 966.999996 |
| JM | 6 | -1.260000 | 891.000000 | 27.000000 | 3.130000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -3.530000 | 984.000000 | 23.000000 | 2.390000 | 960.999996 |
| Biotage | 7 | -0.440000 | 953.400000 | 12.400000 | 1.320000 | 940.999997 |
| OX2 | 13 | 0.680000 | 961.350000 | 11.350000 | 1.190000 | 949.999999 |
| Bilia A | 8 | -0.610000 | 910.400000 | 10.400000 | 1.160000 | 900.000000 |
| HEXPOL B | 9 | 0.090000 | 1028.700000 | 7.700000 | 0.750000 | 1020.999996 |
| Gränges | 9 | -0.760000 | 935.100000 | 7.100000 | 0.770000 | 927.999999 |
| BioGaia B | 8 | -1.520000 | 936.000000 | 6.000000 | 0.650000 | 930.000000 |
| VEF | 909 | -2.950000 | 1852.540000 | 2.540000 | 0.140000 | 1850.000436 |
| Sedana Medical | 93 | -5.310000 | 2520.300000 | -0.700000 | -0.030000 | 2521.000011 |
| AcadeMedia | 8 | -1.650000 | 399.680000 | -2.320000 | -0.580000 | 402.000000 |
| Byggmax Group | 33 | -2.640000 | 947.760000 | -8.240000 | -0.860000 | 956.000001 |
| Clas Ohlson B | 12 | -2.130000 | 963.000000 | -10.000000 | -1.030000 | 972.999996 |
| ASSA ABLOY B | 3 | -1.460000 | 768.300000 | -10.700000 | -1.370000 | 779.000001 |
| EQT | 4 | -2.200000 | 818.000000 | -14.000000 | -1.680000 | 832.000000 |
| Alimak Group | 11 | -0.960000 | 909.700000 | -18.300000 | -1.970000 | 927.999996 |
| Addnode Group B | 11 | -0.300000 | 899.250000 | -21.750000 | -2.360000 | 921.000003 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.320000 | 940.800000 | -26.200000 | -2.710000 | 966.999999 |
| INVISIO | 16 | 1.110000 | 3656.000000 | -33.000000 | -0.890000 | 3689.000000 |
| SKF B | 5 | -1.250000 | 906.750000 | -33.250000 | -3.540000 | 940.000000 |
| Indutrade | 5 | -1.090000 | 1177.000000 | -41.000000 | -3.370000 | 1218.000000 |
| Latour B | 4 | -0.340000 | 813.200000 | -43.800000 | -5.110000 | 857.000000 |
| Vitec Software Group B | 2 | -3.310000 | 1024.000000 | -63.000000 | -5.800000 | 1087.000000 |
| Bufab | 3 | -0.510000 | 1045.200000 | -63.800000 | -5.750000 | 1109.000001 |
| BHG Group | 97 | -2.110000 | 1352.180000 | -106.820000 | -7.320000 | 1458.999989 |
| Hexagon B | 26 | -2.920000 | 3333.200000 | -127.800000 | -3.690000 | 3461.000010 |
| TOTAL | 45075.360000 | 19.360000 | -7.49892% | 45056.000411 |
Updated:¶
'2023-07-05 15:59:14.042818'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
